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Las carteras de acciones más recientes de los mejores inversionistas y fondos de cobertura del mundo
AUM masivo
Más de $200 mil millones
AUM elevado
De $10 mil millones a $200 mil millones
AUM medio
De $2B a $10B
AUM bajo
De $250M a $2B
AUM micro
Menos de $250M
Menos de 10%
Menos de 20%
Menos de 40%
Menos de 60%
Menos de 80%
6+ months
1+ year
2+ years
3+ years
5+ years
10
50
100
250
500
1,000
2,500
5,000
10
50
100
250
500
1,000
2,500
5,000
| # | Nombre | AUM |
Crecimiento de AUM |
AUM Crecimiento % |
Trim. Rend. est. |
Rendimiento est. a 3 años | Posiciones en cartera | Rotación de cartera |
Tenencia prom. (años) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5976 |
5976
Wealthstream Advisors
New York
| USD 99 M | -USD 15.4 M | -13% | 15.5% | 88.2% | 78 | 21.79% | 0.4 |
|
| 5977 |
5977
Jacob Asset Management of New York
Hermosa Beach,
California
| USD 99 M | -USD 65.4 M | -40% | 32.3% | 22.7% | 76 | 11.84% | 1.7 |
|
| 5978 |
EFEM
5978
Eos Focused Equity Management
New York
| USD 98.9 M | -USD 17.9 M | -15% | 13.3% | 55.7% | 28 | 21.43% | 1.9 |
|
| 5979 |
5979
Copperleaf Capital
Raleigh,
North Carolina
| USD 98.8 M | -USD 13.9 M | -12% | 11.8% | 102% | 65 | 13.85% | 1.6 |
|
| 5980 |
5980
Smallwood Wealth Investment Management
Red Bank,
New Jersey
| USD 98.7 M | -USD 7.12 M | -7% | 14.5% | 67.4% | 67 | 25.37% | 0.4 |
|
| 5981 |
5981
Paragon Capital Management (Utah)
Provo,
Utah
| USD 98.7 M | -USD 9.16 M | -8% | 10.9% | 72.3% | 85 | 30.59% | 0.4 |
|
| 5982 |
5982
McAlister Sweet & Associates
Houston,
Texas
| USD 98.6 M | +USD 4.5 M | +5% | 13.8% | 83.6% | 42 | 45.24% | 0.3 |
|
| 5983 |
5983
Velan Capital Investment Management
Alpharetta,
Georgia
| USD 98.6 M | -USD 9.18 M | -9% | 5.73% | 2,395% | 30 | 43.33% | 0.3 |
|
| 5984 |
5984
Financial Insights
Tacoma,
Washington
| USD 98.5 M | -USD 10.3 M | -9% | 14.8% | 71.9% | 97 | 28.87% | 2.4 |
|
| 5985 |
5985
Lockheed Martin
Bethesda,
Maryland
| USD 98.5 M | -USD 85.7 M | -47% | 43% | – | 4 | 0% | 0.4 |
|
| 5986 |
5986
Alterna Wealth Management
Houston,
Texas
| USD 98.5 M | -USD 20.1 M | -17% | 9.09% | 48% | 137 | 48.91% | 1.5 |
|
| 5987 |
5987
Aletheian Wealth Advisors
Bellevue,
Washington
| USD 98.5 M | -USD 6.88 M | -7% | 11.7% | – | 59 | 13.56% | 0.4 |
|
| 5988 |
5988
EMFO LLC
Weston,
Florida
| USD 98.5 M | -USD 11.8 M | -11% | 13.7% | 25.8% | 351 | 9.97% | 0.9 |
|
| 5989 |
IFS
5989
Intelligent Financial Strategies
Excelsior,
Minnesota
| USD 98.4 M | -USD 4.16 M | -4% | 15.8% | 63.5% | 121 | 31.4% | 0.4 |
|
| 5990 |
5990
Harper Investing
Santa Clara,
California
| USD 98.4 M | -USD 9.42 M | -9% | 11.2% | 58.7% | 51 | 13.73% | 0.2 |
|
| 5991 |
5991
Pillar Wealth Advisors
West Chester,
Pennsylvania
| USD 98.3 M | -USD 5.33 M | -5% | 10.8% | 21.9% | 61 | 19.67% | 0.4 |
|
| 5992 |
5992
Prentice Wealth Management
Rochester,
New York
| USD 98.2 M | -USD 110 M | -53% | 9.53% | 47.8% | 199 | 75.38% | 0.4 |
|
| 5993 |
5993
Adirondack Retirement Specialists
Queensbury,
New York
| USD 98 M | -USD 13.8 M | -12% | 17.5% | 13.1% | 17 | 5.88% | 1.2 |
|
| 5994 |
5994
Union Square Park Capital Management
New York
| USD 97.9 M | -USD 182 M | -65% | 14.3% | 75.8% | 134 | 17.16% | 0.6 |
|
| 5995 |
5995
Farley Capital
New York
| USD 97.8 M | -USD 8.45 M | -8% | 8.17% | 105% | 12 | 8.33% | 4.5 |
|
| 5996 |
5996
Lansing Management
New York
| USD 97.8 M | -USD 39.4 M | -29% | 19.1% | 76.9% | 8 | 0% | 2.8 |
|
| 5997 |
5997
InTrack Investment Management
South Burlington,
Vermont
| USD 97.7 M | -USD 25.3 M | -21% | 16% | 99.2% | 127 | 23.62% | 1.1 |
|
| 5998 |
5998
Richmond Brothers
Jackson,
Michigan
| USD 97.7 M | -USD 32.2 M | -25% | 21.8% | 77.2% | 22 | 0% | 0.5 |
|
| 5999 |
5999
New Millennium Group
Sandy,
Utah
| USD 97.7 M | -USD 41.5 M | -30% | 14.8% | 176% | 404 | 86.14% | 0.1 |
|
| 6000 |
6000
Socha Financial Group
Corning,
New York
| USD 97.7 M | -USD 24.3 M | -20% | 17.5% | 81.5% | 18 | 27.78% | 0.4 |
|